Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,945
Closed -$211K 1119
2023
Q2
$211K Sell
9,945
-4,730
-32% -$100K 0.03% 816
2023
Q1
$358K Buy
+14,675
New +$358K 0.03% 740